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Merck
MRK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3051
Cabot Wealth Management
Massachusetts
$226K – – –
SFP
3052
Sterling Financial Planning
New Jersey
$226K -$4.88K -43 -2%
FDS
3053
Freedom Day Solutions
Texas
$225K -$99.5K -876 -31%
CL
3054
COWA LLC
Oklahoma
$224K – – –
MWA
3055
MFA Wealth Advisors
Pennsylvania
$224K +$220K +1,937 New
CCA
3056
Childress Capital Advisors
Texas
$223K -$347K -3,060 -61%
CWA
3057
Canvas Wealth Advisors
Kansas
$223K -$30.1K -265 -11%
AWA
3058
Aletheian Wealth Advisors
Washington
$223K +$219K +1,930 New
CFP
3059
Curran Financial Partners
South Carolina
$222K -$114 -1 -0.1%
WRPWM
3060
Werba Rubin Papier Wealth Management
California
$221K +$2.16K +19 +1%
RA
3061
Ruggaard & Associates
Ohio
$221K – – –
FVWA
3062
Foster Victor Wealth Advisors
South Carolina
$220K +$220K +1,936 New
SWM
3063
SFG Wealth Management
Maryland
$220K +$217K +1,908 New
MFG
3064
Midwest Financial Group
Kansas
$220K -$18.8K -166 -8%
FWM
3065
Fortress Wealth Management
California
$218K – – –
CIA
3066
Cascade Investment Advisors
Oregon
$218K +$5.34K +47 +3%
RC
3067
Rovin Capital
Arizona
$218K -$2.27K -20 -1%
AWM
3068
Abound Wealth Management
Tennessee
$217K +$20K +176 +10%
SC
3069
Seldon Capital
California
$216K +$213K +1,873 New
FLII
3070
First Long Island Investors
New York
$215K +$212K +1,865 New
NCMW
3071
Northern Capital Management (Washington)
Washington
$215K +$212K +1,865 New
JHP
3072
James Hambro & Partners
United Kingdom
$215K +$212K +1,865 New
W
3073
WorthPointe
California
$215K +$211K +1,861 New
VAFP
3074
Vahanian & Associates Financial Planning
New York
$215K +$211K +1,859 New
SIM
3075
Sterling Investment Management
Arizona
$214K +$211K +1,856 New
121 122
123
124 125